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Ameritas Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Ameritas Advisory Services’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$665K Buy
29,506
+12,091
+69% +$272K 0.03% 495
2025
Q4 		$392K Buy
17,415
+14,999
+621% +$337K 0.01% 658
2025
Q3 		$54.4K Sell
2,416
-19,830
-89% -$444K ﹤0.01% 1055
2025
Q2 		$495K Sell
22,246
-7,751
-26% -$172K 0.03% 512
2025
Q1 		$671K Buy
29,997
+2,531
+9% +$56.8K 0.03% 498
2024
Q4 		$617K Sell
27,466
-82,959
-75% -$1.86M 0.02% 532
2024
Q3 		$2.48M Buy
110,425
+2,313
+2% +$51.5K 0.11% 191
2024
Q2 		$2.41M Buy
108,112
+31,822
+42% +$707K 0.09% 220
2024
Q1 		$1.69M Buy
+76,290
New +$1.68M 0.07% 264
2023
Q2 		– Sell
-1,826
Closed -$39.8K – 594
2023
Q1 		$39.8K Buy
+1,826
New +$39.9K ﹤0.01% 1355
2022
Q2 		– Sell
-9,816
Closed -$228K – 792
2022
Q1 		$228K Sell
9,816
-438
-4% -$10.2K 0.01% 753
2021
Q4 		$239K Buy
+10,254
New +$240K 0.01% 724

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services's AGZD Position: Q1 2026 in Review

Ameritas Advisory Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 69% in Q1 2026, buying an estimated $272K and bringing the position to 29,506 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #495.

Ameritas Advisory Services first reported a position in AGZD in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.48M in Q3 2024. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Ameritas Advisory Services held 29,506 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $665K as of Q1 2026.
  • Ameritas Advisory Services bought 12,091 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $272K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #495 holding.
  • Ameritas Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2021 and has held it in 12 quarters since.
  • Ameritas Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.48M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.